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Acknowledging Receipt of a Samples Transfer in Siebel Pharma Handheld


Siebel Samples supports two ways of electronically moving samples inventory:

In either case, the application creates a samples transfer transaction and routes it to the recipient for acknowledgement. After the recipient submits a receipt, the application transfers the new inventory into the recipient's active inventory period. You can then view the new inventory in the Samples History view.

To acknowledge receipt of a samples transfer

  1. Navigate to the Samples screen.
  2. Select Received Samples from the drop-down list.
  3. Select the incoming transaction and tap on the Transfer In Item List.

    The Receipts Details view appears. In the form, samples transfers that have not been acknowledged as received show an Invoice Status value of In Progress. Those that have been acknowledged as received show an Invoice Status value of Submitted.

  4. In the Transfer In Item list, enter values for the Received quantity.
  5. Navigate back to the main view (received transactions list) and tap on Acknowledge.

    If the value is the same as the value shipped, then, the status is either Submitted (if approval process is enabled), or Processed.

    If the value is different from the shipped value, the application displays a message that there is a difference in the count. You can either tap Cancel to keep the transaction open or tap OK to mark the transaction as Processed With Discrepancies.

  6. To verify the submitted transfer was recorded:
    1. Navigate to the Samples screen.
    2. From the Show drop-down list, select Samples History.

      The Samples History view appears.

    3. Highlight the appropriate inventory period to view the line items of the received transfers.
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